GIA

GHP Investment Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 15.23%
This Quarter Est. Return
1 Year Est. Return
+15.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.57B
AUM Growth
+$95.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
964
New
Increased
Reduced
Closed

Top Sells

1 +$2.89M
2 +$2.5M
3 +$1.23M
4
AKAM icon
Akamai
AKAM
+$884K
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$878K

Sector Composition

1 Technology 20.44%
2 Industrials 14.71%
3 Financials 10.23%
4 Healthcare 8.69%
5 Consumer Staples 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$9.16K ﹤0.01%
295
702
$9.09K ﹤0.01%
210
703
$9.08K ﹤0.01%
151
704
$9.06K ﹤0.01%
209
705
$9.04K ﹤0.01%
415
706
$9.01K ﹤0.01%
493
707
$8.86K ﹤0.01%
250
708
$8.8K ﹤0.01%
57
+39
709
$8.8K ﹤0.01%
799
710
$8.8K ﹤0.01%
141
711
$8.78K ﹤0.01%
200
712
$8.73K ﹤0.01%
158
713
$8.68K ﹤0.01%
774
714
$8.63K ﹤0.01%
71
715
$8.63K ﹤0.01%
176
+47
716
$8.56K ﹤0.01%
66
717
$8.54K ﹤0.01%
1,010
718
$8.47K ﹤0.01%
200
719
$8.45K ﹤0.01%
283
+108
720
$8.36K ﹤0.01%
193
721
$8.28K ﹤0.01%
1,898
722
$8.17K ﹤0.01%
800
-192
723
$8.05K ﹤0.01%
254
724
$8.03K ﹤0.01%
1,243
725
$7.91K ﹤0.01%
103
-455